I have created my own ER config for Project invoices and have managed to create an ER destination which send an email or appears on screen dependent on the print management setting. I noticed that the print management setting are been used even when in the invoice is in proposal and i am asking to view a print preview.
So if there is a valid email address and the purpose is set to Invoice, then both posted and pending invoices are following the print management setting. Is there something i can do that will make the invoice appear on Screen during proposal stage and there after when post its used the print management setting?
I was able to resolve this issue within the Print Management Setting.
I updated each project invoice print management setting to:
This way if the project invoice is a pro-forma (proposal) then it will default to original template and appear on screen, but if other condition of the email address and the purpose is valid then the invoice is sent using Send > Use Print Management and you can view by clicking View > Original within the invoice journal screen.
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